Announcing the Travel and Expense Transformation Undertaking

Finance and Budget has launched the Travel and Expense transformation undertaking to create a extra user-friendly expertise for all journey and expense actions on the college.

This undertaking will consolidate the present expense and PCard reconciliation processes right into a complete answer throughout the present Concur platform, which already hosts the journey and PCard companies for the college.

Once carried out in July 2026, the brand new Travel and Expense answer will simplify the worker expertise for reserving journey, submitting receipts and expense reimbursements, and reconciling PCard exercise. 

Additional instruments and options will embody: 

• Custom dashboards with expense information data.
• An non-compulsory cellular app to approve transactions and seize receipts and supporting documentation.
• Policy reminders, audit guidelines, and outlined approval workflows.
• Embedded software program coaching assistant.
• Real-time visibility into reimbursement standing.

This complete answer will cut back guide calculations and information entry. It can even present enhanced information evaluation capabilities to help items and departments in making monetary choices.

The undertaking staff has begun working carefully with members of enterprise places of work throughout items and departments to study extra about native wants, tackle questions, and collect suggestions. The transformation undertaking will embody devoted change administration help and coaching for the college neighborhood.

A hyperlink to the present Travel and Expense system is offered on the UAccess homepage, the place you’ll be able to entry PCard and journey companies. 

If you could have questions or solutions, please contact the Finance and Budget staff.